Once you’ve decided which “Mappings” you want to keep, go into each mapping and review the fields that were automatically mapped and determine if they are fields you want to keep, remove or perhaps you want to add additional fields to the mapping. Learn how to review and manage your mappings

If you have any questions about “Mappings” you can get in touch with Bedrock Data

Workflows

Workflows determine what types of records sync between your systems.

Do I need to have a Workflow?

If you don't care about restricting what types of records sync, you can simply leave the Default Workflow in place when you first visit the Workflow page . The Default Workflow allows any record type in your setup Connectors to sync from one system to another.

A lot of people prefer this Default Workflow option, especially as a starting place. You can always change and/or add additional workflows later.

If you decide you want to restrict records from your Connectors, then you'll want to add Custom Workflows

Turn on Sync & Start Your Integration

Sync Future Changes Only (recommended for your first time turning on the sync)

With this setting, all of your records will be indexed, but only changes made after the sync activation will be synced. So, if you create a new record on Monday and enable integration on Tuesday, the record from Monday won't be synced. But, if you then create or change a record on Wednesday, it'll be synced to all of your services as long as it meets the criteria of at least one of your Bedrock Workflows.

Sync All Records

When you choose to "sync all records", all changes will be pushed all to all of your services as part of the sync (as long as it meets the criteria of your Bedrock Workflows)

If you've synced using Bedrock in the past, then Sync All Records will resume syncing your existing records, and also start syncing records that have changed since you last disabled your sync. If you want to start with a clean slate you can reset your sync and rebuild your Bedrock index from the ground up.